Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
One of the greatest challenges many professionals and small business owners encounter today is providing employee benefits such as health insurance and retirement.
Offering benefits is an investment in not only your employees but also the overall achievement of your short and long-term goals. Yet, financial planning is viewed as complex and confusing and because of that, many business owners miss out on potentially rewarding financial opportunities. They take unnecessary risks and fail to adequately protect their assets.
Success should be measured not just by your financial well-being, but by how confident you feel about your future.
I help small business owners with personalized, knowledgeable advice to gain the confidence that their financial future is secure with turnkey Wealth Management services that not only allow them to dramatically increase revenue, but also to reduce their tax liability and attract qualified employees with retirement and health benefits.
For over 30 years at Twin City Financial Group, we’ve taken the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. We have the information and experience to help you gain a better understanding of the concepts behind insurance, investing, retirement, estate planning and wealth preservation.
For confidential consultation, customized analysis & design, personalized recommendations, and periodic monitoring of progress toward achieving your goals reach out to me at Twin City Financial and we’ll get started developing solutions and implementing tools and techniques for employee benefits. Let’s connect!
Certain Uncertainties in Retirement
Bridging the Confidence Gap
What Is My Risk Tolerance?